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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Employer contribution per participant is in the bottom quintile of the peer cohort.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Annual investment return is in the bottom quintile of the peer cohort.
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $206,427 | $136,860+50.8% | $120,344+71.5% | $154,746+33.4% |
| Participation rate | 47.1% | 79.9%-32.8pp | 76.7%-29.7pp | 80.7%-33.6pp |
| Annual return | -7.92% | 21.38%-29.3pp | 20.30%-28.2pp | 172.34%-180.3pp |
| Employer contribution / active EE | $303 | $3,533-91.4% | $3,020-90.0% | $4,379-93.1% |
| Participant deferral / active EE | $7,724 | $5,793+33.3% | $5,135+50.4% | $6,730+14.8% |
| Admin fee / account holder | $6,256 | $15,393-59.4% | $12,742-50.9% | $14,365-56.4% |